Our services
Accounting and Taxation Services
Accounting, taxation and compliance support across a range of personal, business and investment structures.
Individual Tax Returns
We prepare and lodge individual income tax returns for clients with a range of income and investment circumstances.
- Salary and wage income
- Rental property income and expenses
- Investment and dividend income
- Capital gains tax matters
- Sole trader income
- Work-related deductions
- Foreign income
- Other individual taxation matters
Company Tax Returns and Accounting
We assist company directors and business owners with annual and ongoing accounting requirements.
- Company tax returns
- Annual financial statements
- Profit and loss statements
- Balance sheets
- Tax planning
- Director and shareholder reporting
- Business compliance support
Discretionary Trust Accounting and Tax
We provide accounting and taxation support for discretionary trusts and their trustees.
- Trust financial statements
- Trust tax returns
- Distribution planning
- Beneficiary statements
- Trust accounting records
- Taxation and compliance support
Self-Managed Superannuation Funds
We provide accounting and taxation services for self-managed superannuation funds.
- Annual SMSF financial statements
- SMSF tax returns
- Member contribution records
- Pension and accumulation account reporting
- Audit preparation support
- Property and investment accounting
- Liaison with authorised auditors and advisers
Business Activity Statements
We assist registered businesses with the preparation and lodgement of Business Activity Statements.
- GST reporting
- PAYG withholding
- PAYG instalments
- BAS preparation
- Quarterly and annual reporting
- Reconciliation of business records
Business and Entity Setups
We assist clients with the accounting and taxation aspects of establishing common Australian business and investment structures.
- Sole traders
- Companies
- Discretionary trusts
- Self-managed superannuation funds
Bookkeeping and Financial Reporting
Reliable accounting records are essential for taxation, business management and financial reporting.
- Bookkeeping support
- Account reconciliations
- Financial statements
- Management reports
- Year-end accounting
- Record review and corrections
Need help choosing the right service?
Contact David Fu & Co to discuss your accounting and taxation requirements.